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First Trust Large Cap Value AlphaDEX Fund
FTA

39 hedge funds and large institutions have $243M invested in First Trust Large Cap Value AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.16% more ownership

Funds ownership: 0% → 58.16% (+58%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$248K +$246K +7,104 New
NA
27
Navellier & Associates
Nevada
$244K +$243K +7,000 New
Nomura Holdings
28
Nomura Holdings
Japan
$206K +$204K +5,900 New
Deutsche Bank
29
Deutsche Bank
Germany
$194K +$193K +5,580 New
FHC
30
First Heartland Consultants
Missouri
$118K +$117K +3,368 New
Citigroup
31
Citigroup
New York
$73K +$72.1K +2,081 New
DADC
32
D.A. Davidson & Co
Montana
$48K +$48.5K +1,400 New
CW
33
Cobiz Wealth
Colorado
$31K +$30.3K +875 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$28K +$27.8K +803 New
PAS
35
Partnervest Advisory Services
California
$24K +$24.3K +700 New
WA
36
WFG Advisors
Texas
$17K +$17.3K +500 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$16K +$15.7K +454 New
NES
38
New England Securities
New York
$7K +$6.93K +200 New
BTS
39
BB&T Securities
Virginia
$5.8K +$576K +16,612 New
1
2

FTA Hedge Fund Activity: Q2 2013 in Review

39 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2013, worth a combined $243M.

Buyers outnumbered sellers: 39 funds opened new FTA positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

  • 39 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $243M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2013.
  • 39 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +39 holders.

Based on aggregated 13F filings for Q2 2013.